by SJB US | Apr 30, 2025 | Advice, Investments, SJB US, Tax
Returning to the UK after a period of living overseas requires more than booking a flight. With the UK’s tax reforms now in effect from 6 April 2025, British citizens must understand how their foreign-held assets are treated under the new residence-based taxation...
by SJB US | Apr 24, 2025 | Advice, Investments, SJB US
Imagine finding an investment that guarantees returns with absolutely no risk. Sounds perfect, right? But does such an opportunity truly exist, or is it just a financial myth? Let’s explore the concept of risk-free investing. Understanding the Notion of...
by SJB US | Apr 22, 2025 | Advice, Financial Planning, Investments, Markets, SJB US
We’ve seen firsthand how unpredictable the markets have been in 2025. One moment the S&P 500 drops 10% in a week, and the next, it rebounds just as quickly. It’s no surprise many of our clients are asking the same thing: How do I protect my retirement savings when...
by SJB US | Apr 3, 2025 | Advice, Investments, SJB US
Planning for retirement involves balancing the desire for growth with the need for security. Fixed index annuities (FIAs) offer a blend of both, providing potential market-linked gains while safeguarding your principal. What Is a Fixed Index Annuity? A fixed index...
by SJB US | Mar 5, 2025 | Advice, Financial Planning, Investments, Markets, Retirement, SJB US
Market ups and downs can be nerve-wracking, especially when retirement is on the horizon. Watching savings fluctuate might make you feel like you’re on a rollercoaster, but the good news is that there are ways to keep your retirement plan steady, even when...
by SJB US | Nov 13, 2024 | Advice, Elections, Financial Planning, Investments, North America, Regulations, SJB US
The U.S. elections are a pivotal event not only for American citizens but for investors worldwide. Every four years, the election season brings with it a degree of uncertainty and speculation, particularly regarding economic policies, market behaviour, and...
